《大行報告》大摩相信頤海國際(01579.HK)股價45日內將升 評級「增持」
大摩發表評級報告,料頤海國際(01579.HK)股價在未來45日內將會上升,機會率約60%至70%。監於該股年初至今下跌41%,該行認爲上半年第三方銷售表現疲軟,已完全計入股價當中。上半年總銷售按年跌3%,惟上行空間或來自於踏入6月份第三方銷售持續好轉。
該行指,雖然6月及7月屬淡季,但仍反映了其業績在正常化基數下持續改善,料上半年純利增長15%至逾3億元人民幣,受惠於渠道回扣減少、原材料利好、產品結構改善,以及良好的營運支出控制。
該行給予頤海目標價爲22元,維持「增持」評級。(ca/u)
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